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Mission Wealth Management’s Fair Isaac FICO Stock Holding History

Mission Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$657K Sell
616
-6
-1% -$8.23K 0.01% 418
2025
Q4 		$1.05M Buy
622
+1
+0.2% +$1.72K 0.02% 326
2025
Q3 		$929K Buy
621
+1
+0.2% +$1.5K 0.02% 347
2025
Q2 		$1.13M Buy
620
+3
+0.5% +$5.63K 0.02% 305
2025
Q1 		$1.14M Sell
617
-2
-0.3% -$3.7K 0.03% 269
2024
Q4 		$1.23M Sell
619
-9
-1% -$19.2K 0.03% 244
2024
Q3 		$1.22M Buy
628
+1
+0.2% +$1.71K 0.03% 250
2024
Q2 		$933K Buy
627
+24
+4% +$31K 0.02% 282
2024
Q1 		$754K Buy
603
+20
+3% +$25K 0.02% 348
2023
Q4 		$679K Sell
583
-111
-16% -$112K 0.02% 307
2023
Q3 		$603K Buy
694
+4
+0.6% +$3.43K 0.02% 308
2023
Q2 		$558K Buy
690
+13
+2% +$9.75K 0.02% 321
2023
Q1 		$476K Hold
677
– – 0.02% 350
2022
Q4 		$405K Sell
677
-1
-0.1% -$526 0.02% 365
2022
Q3 		$279K Buy
678
+2
+0.3% +$908 0.01% 410
2022
Q2 		$271K Buy
676
+1
+0.1% +$394 0.01% 415
2022
Q1 		$315K Hold
675
– – 0.01% 405
2021
Q4 		$293K Hold
675
– – 0.01% 439
2021
Q3 		$269K Hold
675
– – 0.01% 437
2021
Q2 		$339K Hold
675
– – 0.02% 368
2021
Q1 		$328K Hold
675
– – 0.02% 344
2020
Q4 		$345K Sell
675
-100
-13% -$46.5K 0.02% 317
2020
Q3 		$330K Hold
775
– – 0.02% 262
2020
Q2 		$324K Hold
775
– – 0.03% 239
2020
Q1 		$238K Hold
775
– – 0.03% 255
2019
Q4 		$290K Buy
775
+100
+15% +$33.6K 0.03% 258
2019
Q3 		$205K Hold
675
– – 0.02% 302
2019
Q2 		$212K Buy
+675
New +$196K 0.02% 296

Other funds holding FICO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management's FICO Position: Q1 2026 in Review

Mission Wealth Management reduced its Fair Isaac (FICO) stake by 0.96% in Q1 2026, selling an estimated $8.23K and leaving 616 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #418.

Mission Wealth Management first reported a position in FICO in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.23M in Q4 2024. 850 funds tracked by Wall St. Rank hold FICO as of Q1 2026.

  • Mission Wealth Management held 616 shares of Fair Isaac worth $657K as of Q1 2026.
  • Mission Wealth Management sold 6 Fair Isaac shares in Q1 2026, an estimated $8.23K.
  • Fair Isaac made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #418 holding.
  • Mission Wealth Management first reported a position in Fair Isaac in Q2 2019 and has held it in 28 quarters since.
  • Mission Wealth Management's Fair Isaac position peaked at $1.23M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Fair Isaac as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.